Building wealth at every stage of life.

Red Oak Capital works with clients that are still in the professional world who are building their wealth and those that have retired and need to preserve their wealth.

Retirement is a new phase in life, and we’re committed to guiding our clients and managing their assets so that they feel comfortable and confident about the future.

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Building Wealth

Red Oak Capital works with clients that are still in the professional world building their wealth and those that have retired and need to preserve their wealth.

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Creating A Financial Plan

We strive to create a financial plan that has the ability to tolerate market volatility with the strength to grow our clients’ assets and sustain wealth through life changes and economic changes.

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Long Term Protection

Red Oak Capital Management believes in developing deep roots with our clients focusing on growth and long term protection of your assets through multiple generations.

Our Values

We originate our convictions

We explore the unfamiliar

We do what is right

We are data-driven & challenge assumptions

We are curious and always learning

We are action driven

We highly value our relationships

Ready to start a conversation?

Certain representatives of Red Oak Capital Management are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc.  Check the background of this firm on FINRA’s Brokercheck.  Member FINRA/SIPC, 2001 Route 46, Suite 506, Parsippany, NJ 07054.  800-637-3211.  Advisory services offered through Hayden Royal, LLC, an SEC-registered investment advisory firm. Red Oak Capital Management may only conduct business with residents of the states for which they are properly registered.